What makes an advisory apply elite? We have simply accomplished three years of analysis that sought to establish the traits of prime performers. We organized our findings right into a seven-part mannequin that we'll share on this podcast. It is a nice blueprint for advisor growth.
In episode 73 of The Stephen and Kevin Present, we'll stroll you although this mannequin, it is seven elements, and plenty of subcomponents.
Have a query? Go away a remark and we’ll function your query on the subsequent episode. You too can use the hashtag #AskStephenandKevin on Twitter, Fb and LinkedIn.
@StephenBoswell is President of The Oechsli Institute and creator of Greatest Practices of Elite Advisors. @KevinANichols is the Chief Working Officer for The Oechsli Institute and creator of The Indispensable LinkedIn Gross sales Information for Monetary Advisors.
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